Jason believes that the basics of wealth building are, in fact, simple;

• Spend less than you make
• Save and invest the difference

While the path may be simple, sticking to it may not be. Jason can help you follow the golden brick road.

To succeed financially, you must navigate the typical household challenges: those of employers (or clients) trying to pay you the minimum; marketers and peers pressuring you to part with your money; and making sense of an investment and insurance marketplace that are often designed by experts to confuse.

Jason applies his corporate experience from public accounting, professional sports and advertising to help his clients treat their financial life like a business. He believes every household should have a business plan (aka goals) and a set of financial statements that are updated and reviewed regularly. Don’t worry, if spreadsheets are not your thing, he’s happy to set them up for you. What else would a certified money nerd do for fun?

Jason is a CPA licensed in the state of New York. He’s also a candidate to become a CFP® Professional having already completed the required education and passing the exam in November 2018. He has an undergraduate degree in accounting from Binghamton University.